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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,287 | $106,280-40.5% | $96,538-34.4% | $139,487-54.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 6.89% | 38.48%-31.6pp | 35.74%-28.9pp | 373.84%-367.0pp |
| Employer contribution / active EE | $822 | $4,107-80.0% | $3,740-78.0% | $4,755-82.7% |
| Participant deferral / active EE | $4,964 | $5,457-9.0% | $4,880+1.7% | $6,713-26.0% |
| Admin fee / account holder | $122,483 | $7,888+1452.8% | $6,737+1718.0% | $11,407+973.7% |